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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,747 | $167,504-96.6% | $151,628-96.2% | $134,509-95.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -24.76% | 7.81%-32.6pp | 3.34%-28.1pp | 418.13%-442.9pp |
| Employer contribution / active EE | $1,338 | $6,828-80.4% | $6,165-78.3% | $4,741-71.8% |
| Participant deferral / active EE | $3,382 | $8,985-62.4% | $8,363-59.6% | $6,400-47.2% |
| Admin fee / account holder | $1,591 | $13,779-88.5% | $11,613-86.3% | $11,427-86.1% |